Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Small Business
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Business Financial Advisor
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • AAMS® Accredited Asset Management Specialist℠
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • MBA - Master's of Business Administration - ESMT European School of Management and Technology Berlin

Interests

  • Sailing
  • Certified Advanced Open Water Scuba Diver
  • Placed sixth in the 2010 Santa Monica Pier Paddleboard Race

Community participation

  • The Red Cross - Annual Donor
  • APLA - Aids Walk - Annual Donor
  • The Trevor Project - Annual Donor
  • Susan G Komen Race for the Cure, participant and donor
  • National MS Society - Donor & Top 100 Los Angeles fundraiser
  • American Heart Association - Donor
  • American Foundation for Equal Rights - Donor
  • American Diabetes Association - Donor
  • KCRW Public Radio Station - Annual Donor
  • Santa Monica Bay Keeper - Annual Donor
  • Habitat for Humanity - Annual Donor
  • Heal the Bay - Annual Donor and Member
  • The Los Angeles Conservancy - Supporting Member

Awards & recognition

  • Five Star Wealth Manager, 2014, 2015, 2016, 2018, & 2019
  • Better Business Bureau Accredited, 2010 - 2015
  • Ameriprise Circle of Success, 2012-2017
  • Ameriprise Mercury Award, 2003